HC Financial Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

HC Financial Advisors’s Portfolio DES Stock Details DES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$2.64M	Buy	93,511 +11,401	+14%	+$342K	1.77%	14
2022 Q1	$2.62M	Buy	82,110 +2,216	+3%	+$70.8K	1.56%	21
2021 Q4	$2.63M	Sell	79,894 -1,454	-2%	-$47K	1.46%	24
2021 Q3	$2.51M	Sell	81,348 -1,595	-2%	-$50.1K	1.51%	24
2021 Q2	$2.65M	Buy	82,943 +11,521	+16%	+$373K	1.54%	21
2021 Q1	$2.23M	Sell	71,422 -1,434	-2%	-$42.3K	1.36%	27
2020 Q4	$1.94M	Sell	72,856 -6,888	-9%	-$167K	1.24%	27
2020 Q3	$1.68M	Sell	79,744 -19,747	-20%	-$430K	1.2%	31
2020 Q2	$2.11M	Buy	99,491 +2,307	+2%	+$45.8K	1.65%	19
2020 Q1	$1.75M	Sell	97,184 -845	-0.9%	-$20.9K	1.56%	19
2019 Q4	$2.81M	Sell	98,029 -14,171	-13%	-$395K	2.21%	12
2019 Q3	$3.07M	Sell	112,200 -5,959	-5%	-$159K	2.63%	9
2019 Q2	$3.2M	Buy	118,159 +2,473	+2%	+$67.6K	3.2%	9
2019 Q1	$3.19M	Buy	115,686 +6,675	+6%	+$182K	3.34%	9
2018 Q4	$2.67M	Buy	109,011 +15,112	+16%	+$411K	5.97%	5
2018 Q3	$2.79M	Buy	93,899 +8,724	+10%	+$263K	2.47%	12
2018 Q2	$2.52M	Buy	85,175 +5,600	+7%	+$162K	2.46%	10
2018 Q1	$2.18M	Buy	79,575 +4,328	+6%	+$122K	2.15%	14
2017 Q4	$2.19M	Buy	+75,247	New	+$2.14M	2.11%	17

Other funds holding DES

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HC Financial Advisors's DES Position: Q2 2022 in Review

HC Financial Advisors increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 14% in Q2 2022, buying an estimated $342K and bringing the position to 93,511 shares worth $2.64M. The position accounts for 1.77% of the portfolio, ranked #14.

HC Financial Advisors first reported a position in DES in Q4 2017 and has held it in 19 quarters since. The position peaked at $3.2M in Q2 2019. 295 funds tracked by Wall St. Rank hold DES as of Q2 2022.

HC Financial Advisors held 93,511 shares of WisdomTree US SmallCap Dividend Fund worth $2.64M as of Q2 2022.
HC Financial Advisors bought 11,401 WisdomTree US SmallCap Dividend Fund shares in Q2 2022, an estimated $342K.
WisdomTree US SmallCap Dividend Fund made up 1.77% of HC Financial Advisors's portfolio in Q2 2022, its #14 holding.
HC Financial Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2017 and has held it in 19 quarters since.
HC Financial Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $3.2M in Q2 2019.
295 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.